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DFPG Investments’s Gartner IT Stock Holding History

DFPG Investments’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$918K Buy
2,148
+37
+2% +$14.8K 0.07% 245
2023
Q3 		$847K Sell
2,111
-444
-17% -$155K 0.08% 229
2023
Q2 		$939K Sell
2,555
-500
-16% -$163K 0.08% 239
2023
Q1 		$995K Buy
3,055
+234
+8% +$77.4K 0.11% 199
2022
Q4 		$953K Buy
+2,821
New +$910K 0.16% 151

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

DFPG Investments's IT Position: Q4 2023 in Review

DFPG Investments increased its Gartner (IT) stake by 1.8% in Q4 2023, buying an estimated $14.8K and bringing the position to 2,148 shares worth $918K. The position accounts for 0.07% of the portfolio, ranked #245.

DFPG Investments first reported a position in IT in Q4 2022 and has held it in 5 quarters since. The position peaked at $995K in Q1 2023. 864 funds tracked by Wall St. Rank hold IT as of Q4 2023.

  • DFPG Investments held 2,148 shares of Gartner worth $918K as of Q4 2023.
  • DFPG Investments bought 37 Gartner shares in Q4 2023, an estimated $14.8K.
  • Gartner made up 0.07% of DFPG Investments's portfolio in Q4 2023, its #245 holding.
  • DFPG Investments first reported a position in Gartner in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's Gartner position peaked at $995K in Q1 2023.
  • 864 funds tracked by Wall St. Rank held Gartner as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.